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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
376
Williams Jones Wealth Management
New York
$466K
NW
377
NewEdge Wealth
Pennsylvania
$466K +$24.7K +194 +5%
VVP
378
Venture Visionary Partners
Ohio
$464K -$12.9K -101 -3%
BCMLT
379
Beacon Capital Management LLC (Tennessee)
Tennessee
$464K -$34.7K -272 -7%
MWM
380
Mosley Wealth Management
California
$462K -$86.3K -677 -16%
AWMM
381
Aegis Wealth Management (Maryland)
Maryland
$459K
IB
382
Intrust Bank
Kansas
$458K
SIP
383
Snowwater Investment Partners
Connecticut
$456K
First Trust Advisors
384
First Trust Advisors
Illinois
$455K +$55.3K +434 +13%
SB
385
Simmons Bank
Arkansas
$450K -$49.7K -390 -9%
BFA
386
Bragg Financial Advisors
North Carolina
$450K -$5.1K -40 -1%
KIG
387
Kennedy Investment Group
New Jersey
$448K +$162K +1,270 +52%
EAN
388
Excelsior Advisor Network
Colorado
$446K -$12.8K -100 -3%
TI
389
tru Independence
Oregon
$443K -$1.91K -15 -0.4%
CAC
390
Certified Advisory Corp
Florida
$442K +$94.4K +740 +25%
FHC
391
First Heartland Consultants
Missouri
$438K
CIA
392
Capital Investment Advisors
Georgia
$434K -$1.91K -15 -0.4%
AWM
393
Axxcess Wealth Management
California
$432K -$217K -1,699 -32%
FLPIM
394
F.L. Putnam Investment Management
Massachusetts
$428K -$893 -7 -0.2%
AA
395
Armis Advisers
Georgia
$428K +$128 +1 +0%
SGCM
396
Sanchez Gaunt Capital Management
Nevada
$427K +$451K +3,536 New
IFS
397
Ifrah Financial Services
Arkansas
$422K -$131K -1,026 -23%
WPC
398
Wedmont Private Capital
Pennsylvania
$418K +$27.4K +215 +7%
LOWM
399
Laurel Oak Wealth Management
New Jersey
$414K +$16.1K +126 +4%
CCMG
400
Clark Capital Management Group
Pennsylvania
$414K -$128 -1 -0%